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Upturn AI SWOT - About
Income Opportunity Realty Investors (IOR)
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Upturn Advisory Summary
09/17/2025: IOR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.58% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.85M USD | Price to earnings Ratio 17.34 | 1Y Target Price - |
Price to earnings Ratio 17.34 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.06 | 52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 |
52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.09 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.21% | Return on Equity (TTM) 3.69% |
Valuation
Trailing PE 17.34 | Forward PE - | Enterprise Value 75068293 | Price to Sales(TTM) 12.43 |
Enterprise Value 75068293 | Price to Sales(TTM) 12.43 | ||
Enterprise Value to Revenue 12.39 | Enterprise Value to EBITDA 13.29 | Shares Outstanding 4066180 | Shares Floating 361646 |
Shares Outstanding 4066180 | Shares Floating 361646 | ||
Percent Insiders 90.98 | Percent Institutions 0.24 |
Upturn AI SWOT
Income Opportunity Realty Investors
Company Overview
History and Background
Income Opportunity Realty Investors, Inc. was incorporated in Maryland in 1987. It primarily focuses on acquiring, owning, and operating commercial properties.
Core Business Areas
- Commercial Real Estate: Acquiring, owning, and operating commercial real estate properties, including office, retail, and industrial properties. Rental income is the primary revenue source.
Leadership and Structure
Gene E. Phillips serves as the Chairman and Chief Executive Officer. The company has a standard corporate structure with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Commercial Property Rentals: Income Opportunity Realty Investors generates revenue primarily through rental income from its portfolio of commercial properties. Market share data is difficult to ascertain due to the fragmented nature of the commercial real estate market. Competitors include REITs and private real estate companies.
Market Dynamics
Industry Overview
The commercial real estate industry is influenced by economic cycles, interest rates, and demographic trends. Demand fluctuates based on business activity and overall economic health.
Positioning
Income Opportunity Realty Investors operates in a competitive market with a focus on acquiring and managing properties to generate rental income. It competes with larger REITs and private real estate investors.
Total Addressable Market (TAM)
The total addressable market for commercial real estate is vast and depends on various factors, including property types and locations. Income Opportunity Realty Investors holds a small fraction of the overall TAM. The specific TAM value is not readily available without detailed market analysis.
Upturn SWOT Analysis
Strengths
- Experienced Management
- Established Portfolio
- Consistent Rental Income
Weaknesses
- Small Market Capitalization
- Limited Diversification
- High Debt Levels
Opportunities
- Strategic Acquisitions
- Property Value Appreciation
- Increase Rental Rates
Threats
- Economic Downturns
- Rising Interest Rates
- Increased Competition
Competitors and Market Share
Key Competitors
- AGNC Investment Corp. (AGNC)
- Annaly Capital Management, Inc. (NLY)
- Starwood Property Trust, Inc. (STWD)
Competitive Landscape
Income Opportunity Realty Investors is a smaller player compared to larger REITs. It needs to focus on strategic acquisitions and efficient management to compete effectively. It has lower valuation and higher risk.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires analyzing past revenue and earnings growth rates.
Future Projections: Future projections are based on analyst estimates, which are not readily available.
Recent Initiatives: Recent strategic initiatives would involve researching company announcements and press releases.
Summary
Income Opportunity Realty Investors is a small-cap company focused on commercial real estate. Its strength lies in its established portfolio and consistent rental income, but it faces challenges due to its small size, high debt, and sensitivity to economic downturns. Strategic acquisitions and efficient management are crucial for its growth and survival.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Data
Disclaimers:
This analysis is based on publicly available information and general market knowledge. It is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Income Opportunity Realty Investors
Exchange NYSE MKT | Headquaters Dallas, TX, United States | ||
IPO Launch date 1992-03-17 | President & CEO Mr. Erik L. Johnson CPA | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.incomeopp-realty.com |
Full time employees - | Website https://www.incomeopp-realty.com | ||
Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.
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